AFS
Axiom Financial Strategies’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Sell |
36,647
-301
| -0.8% | -$71.3K | 4.85% | 6 |
|
|
2025
Q1 | $8.19M | Buy |
36,948
+639
| +2% | +$142K | 4.86% | 5 |
|
|
2024
Q4 | $8.72M | Sell |
36,309
-9,848
| -21% | -$2.37M | 4.87% | 5 |
|
|
2024
Q3 | $10.9M | Buy |
46,157
+13,090
| +40% | +$3.11M | 5.78% | 5 |
|
|
2024
Q2 | $7.21M | Sell |
33,067
-201
| -0.6% | -$43.8K | 4.68% | 7 |
|
|
2024
Q1 | $7.6M | Sell |
33,268
-317
| -0.9% | -$72.5K | 4.84% | 7 |
|
|
2023
Q4 | $7.16M | Sell |
33,585
-63
| -0.2% | -$13.4K | 4.65% | 7 |
|
|
2023
Q3 | $6.36M | Buy |
33,648
+9,464
| +39% | +$1.79M | 4.27% | 9 |
|
|
2023
Q2 | $4.81M | Sell |
24,184
-15,300
| -39% | -$3.04M | 2.76% | 14 |
|
|
2023
Q1 | $7.48M | Buy |
39,484
+1,493
| +4% | +$283K | 4.16% | 7 |
|
|
2022
Q4 | $6.97M | Sell |
37,991
-478
| -1% | -$87.7K | 4.38% | 7 |
|
|
2022
Q3 | $6.58M | Sell |
38,469
-8,068
| -17% | -$1.38M | 3.5% | 9 |
|
|
2022
Q2 | $8.2M | Buy |
46,537
+1,006
| +2% | +$177K | 4.31% | 7 |
|
|
2022
Q1 | $8.88M | Sell |
45,531
-6,892
| -13% | -$1.34M | 4.48% | 7 |
|
|
2021
Q4 | $11.8M | Sell |
52,423
-34,374
| -40% | -$7.77M | 5.38% | 5 |
|
|
2021
Q3 | $19M | Sell |
86,797
-19,050
| -18% | -$4.17M | 8.94% | 3 |
|
|
2021
Q2 | $23.8M | Buy |
105,847
+5,434
| +5% | +$1.22M | 11% | 1 |
|
|
2021
Q1 | $21.5M | Buy |
100,413
+40,347
| +67% | +$8.64M | 10.56% | 3 |
|
|
2020
Q4 | $9.24M | Hold |
60,066
| – | – | 5.55% | 6 |
|
|
2020
Q3 | $9.24M | Buy |
60,066
+28,971
| +93% | +$4.46M | 5.55% | 6 |
|
|
2020
Q2 | $4.53M | Sell |
31,095
-28,502
| -48% | -$4.15M | 2.95% | 10 |
|
|
2020
Q1 | $6.88M | Buy |
+59,597
| New | +$6.88M | 5.56% | 5 |
|